Core Wealth Advisors (Florida)’s Vanguard S&P 500 ETF VOO Stock Holding History

Core Wealth Advisors (Florida)’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.3M	Buy	41,195 +491	+1%	+$327K	5.69%	2
2026 Q1	$24.3M	Buy	40,704 +652	+2%	+$408K	5.8%	2
2025 Q4	$25.1M	Buy	40,052 +208	+0.5%	+$129K	6.52%	2
2025 Q3	$24.4M	Sell	39,844 -24	-0.1%	-$14.1K	6.36%	2
2025 Q2	$22.6M	Sell	39,868 -228	-0.6%	-$120K	6.51%	2
2025 Q1	$20.6M	Sell	40,096 -1,361	-3%	-$736K	6.56%	2
2024 Q4	$22.3M	Sell	41,457 -68	-0.2%	-$36.8K	7.37%	2
2024 Q3	$21.9M	Buy	41,525 +99	+0.2%	+$50.3K	7.03%	2
2024 Q2	$20.7M	Buy	41,426 +239	+0.6%	+$115K	7.1%	2
2024 Q1	$19.8M	Sell	41,187 -2,140	-5%	-$979K	6.73%	2
2023 Q4	$18.9M	Buy	43,327 +164	+0.4%	+$67.1K	6.95%	2
2023 Q3	$17M	Buy	43,163 +979	+2%	+$400K	6.93%	2
2023 Q2	$17.2M	Sell	42,184 -41,985	-50%	-$16.2M	6.9%	2
2023 Q1	$31.7M	Sell	84,169 -7,064	-8%	-$2.59M	12.63%	2
2022 Q4	$32.1M	Buy	+91,233	New	+$32.2M	14.02%	2

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Core Wealth Advisors (Florida)'s VOO Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q2 2026, buying an estimated $327K and bringing the position to 41,195 shares worth $28.3M. The position accounts for 5.69% of the portfolio, ranked #2.

Core Wealth Advisors (Florida) first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $32.1M in Q4 2022. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Core Wealth Advisors (Florida) held 41,195 shares of Vanguard S&P 500 ETF worth $28.3M as of Q2 2026.
Core Wealth Advisors (Florida) bought 491 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $327K.
Vanguard S&P 500 ETF made up 5.69% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #2 holding.
Core Wealth Advisors (Florida) first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Core Wealth Advisors (Florida)'s Vanguard S&P 500 ETF position peaked at $32.1M in Q4 2022.
3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.